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Showing 21 - 30 of 37 results for "Netwealth platform"

HNW Planning ramps up high-touch advice with netwealth managed accounts

MICHELLE BALTAZAR  |  FRIDAY, 16 OCT 2015
... AFS-level Model Portfolios that also use LICs, ETFs and other investments already available through the main netwealth platform. Cumming said that besides the oft-quoted benefits of transparency and tax efficiencies, managed accounts allow the group's ...

Altius fund added to netwealth platform

STAFF WRITER  |  FRIDAY, 14 AUG 2015
... platform listing since it was launched late last year. The fund will be available to investors and advisers on the netwealth platform. The Altius fund is a diversified Australian fixed interest ethical fund, which is not common in the Australian market ...

Macquarie wrap adds AB fund

DARREN SNYDER  |  TUESDAY, 14 JUL 2015
... products with more certainty while still participating in growth. The fund, which most recently joined the netwealth platform, aims to reduce volatility by identifying and investing in high-quality listed equity securities which have reasonable valuations ...

90 West Global Natural Resources awarded two ratings

STAFF WRITER  |  WEDNESDAY, 4 FEB 2015
The 90 West Global Natural Resources Fund has received a 'Recommended' rating from both Lonsec Research and Zenith Investment Partners. The fund is managed by David Whitten from specialist global resources manager 90 West Asset Management. It seeks ...

Netwealth rebates nearly $4m in fees

MARK SMITH  |  WEDNESDAY, 19 NOV 2014
... further fee saving initiative in the coming month when it reduces its International share service fee. The netwealth platform has more than $6 billion in funds under management.

Netwealth brings portfolio management tool in-house

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
... asset types including direct international shares, domestic equities, managed funds and cash. With SMART on the netwealth platform, client outcomes can be customised with individual portfolio filters providing automated asset rules including asset exclusions ...

AllianceBernstein adds Global High Income Fund

HARRY PAGE  |  THURSDAY, 10 JUL 2014
The AllianceBernstein Global High Income Fund (GHI) has been added to the netwealth platform. GHI, which has 16 year track record in offshore markets, uses a global, multi-sector approach which aims to capitalise on investment opportunities, portfolio ...

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH  |  FRIDAY, 29 NOV 2013
... MacGregor Global Fund, a high conviction, bottom up and deep value global equity manager, has been added to the Netwealth platform. Founded in 1999, Peters MacGregor is a Sydney based boutique investment manager that specializes in building concentrated ...

Zurich risk products added to netwealth platform

MARK SMITH  |  TUESDAY, 29 OCT 2013

AQR managed futures funds receives recommended ratings

STAFF REPORTER  |  THURSDAY, 10 OCT 2013
AQR Capital Management (AQR) has been awarded a 'Recommended' rating from research houses Lonsec and Zenith Investment Research Partners for its AQR Wholesale Managed Futures Fund. Commenting on the ratings, AQR principal Gregor Andrade, who was recently ...